Worksite Education

    A low-cost, high-impact employee benefit

    Prism Financial Resources’ financial education program is a low-cost benefit that delivers outstanding value to your organization and your employees. Our programs can help you recruit and retain top employees, improve employee productivity and increase your retirement plan participation and funding.

    We keep your costs low by providing full-color, interactive workbooks, professional presentation tools and advertising materials to promote the classes. Our programs can help your employees reach their most important financial goals, ranging from home ownership to college funding to retirement. Make an affordable PFR education program part of your benefit package and watch your productivity and profitability soar!

    to the top

    Comprehensive courses provide objective education

    Your employees will receive a comprehensive, objective financial education when you offer a Prism Financial Resources program. Our workshops cover an extensive range of topics, including financial basics, investing, retirement plans, risk management, estate planning and more. No specific products or services are discussed or sold during the classes.

    The classes are presented by licensed financial professionals who have knowledge and experience in many areas of money management and financial planning. You can count on Prism Financial Resources to deliver superior financial education programs that help you and your employees prosper in today’s challenging economic times.

    Strategic Partnerships with America’s Financial Education Leaders

    When you contract with Prism Financial Resources, you’re putting America’s financial education leaders to work for your future. We use award winning financial education programs from Successful Money Management Seminars and Emerald Publications, two of the world’s financial education leaders. These programs have been the choice of hundreds of America’s top employers for more than two decades.

    Why not put these world-class resources to work in your organization? Contact PFR for a no-obligation consultation. We’ll show you how to start building a stronger future for your organization and your employees. Call now to discover a new dimension in financial education with Prism Financial Resources, one of California’s – and America’s – leading financial education companies!

    to the top

    Letters of Endorsement


    February 16, 2002

    From: MTA
    One Gateway Plaza
    Los Angeles, CA 90012

    To: George Wheeler
    Authorizd Instructor/ Branch Manager
    Verrx Retirement Planning Seminars
    11300 W. Olympic Blvd. Suite 780
    Los Angeles, CA 90064


    Dear Mr. Wheeler:

    For the last several months, you have been conducting Retirement Planning Seminars for MTA employees, and about 140 employees plus spouses have now completed your 10-hour program.

    Your assignment was to make the seminar:
    • a professional presentation with no sales pressure
    • a generic educational program
    • a valuable financial education
    • Something valuable for the participates to take home (work book)

    From my point of view, you have far exceeded our expectations and provided everything that was agreed to be provided in the Varrix program. However, the best compliment is from the 140 employees that so far attended the seminar. I have heard nothing but high praise for the program from this group of employees, AND this alumni group is spreading the word with their fellow employees, which has created a strong demand for future seminars. Your efforts are greatly appreciated.

    Yours very truly,

    Edward G. Paull
    Pension & Benefits Manager

    September 10, 2002

    From: Los Angeles Times
    Times Mirror Square
    Los Angeles, CA 90053
    213 237 5000

    To: George Wheeler
    Financial Planning Advisors
    11300 W. Olympic Blvd. Suite 780
    Los Angeles, CA 90064


    Dear George:

    I am writing to express my appreciation for the Varrix financial education series you presented recently at the Los Angeles Time. A company downsizing effort is never an easy thing to go through, and our new early retirees benefited greatly from your information.

    The seminar provided a great deal of useful, generic financial planning information that will help guide our retirees though their second career and retirement years. I think many participants felt empowered by having the tools and knowledge they need to finance their future.

    In addition, I appreciated your professionalism and the lack of sales pressure for specific products. Product selling can really get in the way of good, solid education.

    Thanks again, and I hope we can continue to work together in the future.

    Warm regards,

    Joanne .W Sabella
    Employee Benefits
 
   

A Registered Investment Advisor
Securities offered through LPL Financial
Member FINRA/SIPC
LPL Web Site